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MANAGED ACCOUNTS
Financial planning
The adoption of managed portfolios can enable advice practice redesign, with a case study of a small firm showing that it can both benefit clients and provide a springboa...
Financial planning
AMP Limited has upped the ante on its managed accounts presence, announcing key initiatives based around its MyNorth platform....
People & Products
IMAP has announced an agreed industry standard for the transmission of model portfolio data known as the Model Portfolio Data Standard....
People & Products
The rapid growth of Lonsec’s managed accounts offering has prompted the research house to make a key business development hire....
Funds management
Ellerston Capital has announced it has acquired a controlling stake in MEC’s manager, Morphic Asset Management....
People & Products
Investment research firm Resonant Asset Management has launched a new private label multi-asset SMA program with direct stocks....
People & Products
Managed Accounts Holdings has signed new client First Point Wealth Management to provide a new Managed Discretionary Account service....
Funds management
Financial planners recommending managed accounts has doubled, despite users lacking proper education....
Financial planning
HUB24 has launched a managed portfolios education centre for financial advisers, which also provides them with client-facing tools to support advisers in educating their ...
People & Products
Macquarie has announced its separately managed accounts on the Macquarie Wrap platform have surpassed $2 billion in funds under administration....
People & Products
Lonsec’s managed accounts solution has been made available on Netwealth’s platform in response to growing adviser demand....
Funds management
Managed accounts provider, InvestSense, has seen funds under management grow by 40 per cent as advisers move away from traditional managed fund solutions....
Funds management
Praemium has announced the launch of a major technology upgrade for its global investment platform....
People & Products
BT has launched six active diversified managed portfolios on its core platform, BT Panorama. ...
Financial planning
Managed accounts are driving better client engagement and improving the delivering of financial advice, according to a new whitepaper by Colonial First State....
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...